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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,919 | $93,598-88.3% | $135,974-92.0% | $75,173-85.5% |
| Participation rate | 75.9% | 75.2%+0.7pp | 81.9%-6.1pp | 67.2%+8.7pp |
| Annual return | 24.68% | 30.89%-6.2pp | 68.30%-43.6pp | 160.72%-136.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,482 | $6,405+16.8% | $7,760-3.6% | $4,126+81.3% |
| Admin fee / account holder | $3,053 | $6,978-56.2% | $10,767-71.6% | $5,651-46.0% |